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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
users have commented on this narrative
11
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New
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ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Hovnanian Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Housing Demand Will Deliver Opportunity Although Risks Linger
Key Takeaways Tight housing supply and strong demographic trends sustain high demand, supporting revenue growth and steady home sales for Hovnanian. Strategic land-light approach, operational efficiencies, and reduced leverage are enhancing margins, cash flow, and the company's risk profile.
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US$120.00
FV
12.0% overvalued
intrinsic discount
-0.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
27 days ago
author updated this narrative
LATAM Airlines Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Latin American Costs And Volatile Markets Will Crush Margins
Key Takeaways Persistent cost pressures and regional instability threaten profitability, margin growth, and cash flow resilience over the long term. Regulatory, technological, and global competitive shifts risk undermining LATAM's operational flexibility and market position.
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CL$17.93
FV
15.7% overvalued
intrinsic discount
6.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
27 days ago
author updated this narrative
Betsson
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Gaming Taxes And Regulation Will Curtail Prospects
Key Takeaways Rising regulatory pressures, higher gaming taxes, and ESG compliance are compressing margins and limiting long-term profitability and expansion potential. Operational risks from dependence on third parties and intense industry competition threaten revenue growth, cost efficiency, and market share retention.
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SEK 150.00
FV
7.3% overvalued
intrinsic discount
7.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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27 days ago
author updated this narrative
Stolt-Nielsen
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tanker Markets Will Weaken Amid Volatility And Gain Support
Key Takeaways Large capital investments and rising leverage could strain cash flows, especially if regulatory or expansion goals do not provide timely returns. Diversification and competitive advantages are challenged by industry shifts, trade volatility, and exposure to cyclical sectors, threatening earnings stability and pricing power.
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NOK 334.60
FV
9.1% undervalued
intrinsic discount
2.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
27 days ago
author updated this narrative
EZTEC Empreendimentos e Participações
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
High Brazilian Interest And Costs Will Hinder São Paulo Housing
Key Takeaways High interest rates, demographic shifts, and elevated land costs threaten demand, margins, and cash flows for EZTEC in its core market. Heavy geographic concentration and rising construction expenses heighten vulnerability to regional downturns and ongoing profitability pressures.
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R$12.00
FV
20.5% overvalued
intrinsic discount
-4.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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27 days ago
author updated this narrative
Vimian Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Interest Rates And Tariffs Will Weaken US MedTech Margins
Key Takeaways Reliance on acquisitions and exposure to rising rates and tariffs heighten operational risk and threaten predictable earnings and margin stability. Structural decline in key U.S. markets and digital disruption may erode market share, compress margins, and hinder long-term growth.
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SEK 37.32
FV
15.2% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
27 days ago
author updated this narrative
Bandhan Bank
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Indian Digital Banking Rivalry Will Exacerbate Credit And Cost Pressures
Key Takeaways Overdependence on microfinance and limited geographic diversification expose Bandhan Bank to elevated credit and regional risks, undermining sustained profitability and stability. Intensifying digital competition and rising compliance costs are constraining Bandhan Bank's margin expansion, limiting its ability to match sector-leading returns.
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₹134.53
FV
23.9% overvalued
intrinsic discount
21.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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27 days ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Increasing Environmental Regulations And Supply Chain Risks Will Erode Profitability
Key Takeaways Regulatory shifts towards sustainability and stricter packaging rules threaten increased costs, margin pressure, and reduced profitability for SCHOTT Pharma. Rising competition, shifting buyer power, and evolving drug delivery technologies risk eroding pricing, revenue growth, and long-term market share.
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€23.00
FV
4.3% overvalued
intrinsic discount
10.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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27 days ago
author updated this narrative
AWL
AWL Agri Business
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Edible Oil Demand Will Fall Amid Rising Regulatory Risks
Key Takeaways Shifts toward sustainable food, increased regulation, and climate risks threaten AWL's core business model and growth prospects. Growing competition and reliance on edible oils expose AWL to price pressures and persistent volatility in revenue and profitability.
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₹260.00
FV
2.8% undervalued
intrinsic discount
6.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
27 days ago
author updated this narrative
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